While the US continues to command a dominant share in global portfolios, questions around sustainability, overinvestment in AI, and stretched P/E multiples are prompting investors to reassess tactical allocations.In an interaction with Kshitij Anand of ETMarkets, He pointed to improving fundamentals across parts of Asia, compelling opportunities in India, South Korea and Indonesia, and a shifting sectoral mix in Europe — particularly manufacturing and defence — as reasons for potential diversification amid ...